About the CFA Institute Research Challenge

The CFA Institute Research Challenge offers students the unique opportunity to learn from leading industry experts and compete with their peers from the world’s top finance programs. This annual educational initiative promotes best practices in equity research among the next generation of analysts through hands-on mentoring and intensive training in company analysis and presentation skills.

The Research Challenge gathers students, investment industry professionals, publicly traded companies and corporate sponsors together locally, regionally and globally for a real-world competition.  Additionally, all participants are introduced to and held to the standard of the CFA Institute Code of Ethics and Standards of Professional Conduct.

CFA Society Perth is proud to host the local level of the CFA Institute Research Challenge.

Key Dates

31 August 2018 Preliminary Research & Submit Final Teams
Register with CFA Institute
6 September 2018
2:30pm – 4:30pm, ECU
Analyst Briefing – Killian Murphy (Petra Capital)
RBL Company Presentation
Videoconference
8 October 2018 First Draft Report and Video due to Mentors
15 October 2018 Final Report and Video due
23 October 2018 Local Final Presentation
6:00pm – 8:00pm
Wesfarmers Lecture Theatre, UWA
28 & 29 March 2018 Regional Final in Sydney, Australia
24 April 2019 Global Final in New York City, USA

 

Watch a student experience video from the three 2014 Global Finalists or the 2016 Wrap Up Video.

Honour Roll

Year Winning Team
2017/18    University of Western Australia
Team: Antoine Nguyen, Michael Assmann, Darren Gan, Erin Oliver, Andre Chinnery
Mentor: Ian Chu
Faculty Advisor: Professor Raymond da Silva Rosa
2016/17   Curtin University
Team: Alexander Williams, Levi Lin-Sullivan, Anthony Nguyen, Sam Jackman, Daniel Blackwell
Mentor: Andrew Foster
Faculty Advisor: Dr Mostafa Hasan
2015/16   Curtin University
Team: James O’Donnell, Damien Gullone, Terence Meere, Kristina Blazeski and Jake Gorman
Mentor: Andrew Foster
Faculty Advisor: Dr Lee Smales
2014/15   University of Western Australia
Team: Mathew Bunny, Joseph Mikhail, Zarjnt Spire, Henry Ryan and Brandon Haywood
Mentor: Robert Huth, CFA
Faculty Advisor: Professor Raymond da Silva Rosa

Participating Universities

Sponsoring Company

 

Redbubble was born in 2006 in Melbourne, Australia. The dream was simple. Give independent artists a meaningful new way to sell their creations. Today, we connect over 400k artists and designers across the planet with millions of passionate fans. A brave (and dare we say stylish) new world of self expression.

The CFA Society Perth sincerely thanks Redbubble for their support of the CFA Research Challenge.

Resources

CFA Research Challenge Perth Society Kick-Off Presentation

About CFA Institute

CFA Institute is the global association of investment professionals whose mission is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Go to CFA Institute